What is a pipeline? Stages, Kanban vs List view explained
A pipeline is the visual board at the heart of Teamopipe. It organises your deals into columns called stages — so you always know where every opportunity sits. You can have as many pipelines as you need, each with its own stages and fields, all inside Gmail.
What is a pipeline?
Think of a pipeline as a whiteboard with columns — except it lives inside Gmail and every card on it is a deal you're working. As a deal progresses, you drag it left to right through the stages. You can run multiple pipelines in parallel: a consultant might have a Sales pipeline for new client work and a separate Onboarding pipeline for clients getting started — each with completely different stages and fields. There's no limit to the number of pipelines on either plan.
What are stages?
Stages are the columns — the steps in your process. Every deal belongs to exactly one stage at a time. A typical sales pipeline: Lead → Contacted → Proposal → Negotiating → Closed. These are just examples; your stages should match your actual process, and you can rename, add, remove, and reorder them any time in Settings → Pipelines (or via the three-dot menu → Configure pipeline on any pipeline page).
Tip: Assign a colour to each stage. It makes the board easier to scan and also colours the deal labels in your Gmail inbox — deal status visible without opening Teamopipe. Note that deleting a stage does not delete the deals in it; move them to another stage first.
Kanban view (board)
Opening a pipeline lands you on the Kanban board. Each stage is a column; each deal is a card showing name, assignee, linked contact, deal value, due date, and tags, with a deal count in each column header. Kanban is best for the visual overview, dragging deals between stages, and the daily pipeline review — scan, drag, move on. Click any card to open the full deal detail view.
List view (spreadsheet)
List view shows the same pipeline as a table — every deal a row, every field a column, editable inline. Switch via the table icon in the top-right of any open pipeline. It's best for bulk edits (stage, assignee, value) without opening each card, creating tasks across multiple deals, moving deals between pipelines, and reviewing data in a dense format. The arrow icon at the start of each row opens the linked email thread.
Kanban vs List — which to use when
Both views show the same data — switching never changes your deals. Most users settle into a rhythm: Kanban as the default for daily pipeline work, List view for end-of-week cleanup and bulk updates.
Filtering and exporting
In both views, click Filters at the top to narrow deals by any field — assignee, tag, stage, custom field value — and combine multiple filters at once (see "How to filter, sort and search deals"). To export all deals in a pipeline, click the three-dot menu → Export to CSV — available on both plans.
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